Defined Benefit (Pension) · DOL Form 5500 · 2023

Legacy Financial Advisors, Inc. Pension Plan

Data updated 2026-08-11

$722K
Total assets: 4
Participants: 21st
Percentile by assets: $180,447
Avg per participant

Official DOL plan name: Legacy Financial Advisors, Inc. Cash Balance Plan · Sponsored by Legacy Financial Advisors, Inc. · Idaho · Finance & Insurance

$722K in assets, 4 participants

Legacy Financial Advisors, Inc.'s Legacy Financial Advisors, Inc. Cash Balance Plan reported $722K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 21st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

21st percentile by assets (of 127,072 plans)
#1,147 in Finance & Insurance (8,869 peers)

Legacy Financial Advisors, Inc. multi-year trail

Legacy Financial Advisors, Inc.'s plans moved +125.7% in assets from 2022 to 2024; this filing shows Legacy Financial Advisors, Inc. Cash Balance Plan at $722K / 4 participants.

$722K
total plan assets (2023 EOY): 4
covered participants: 21st
percentile by assets (of 127,072 plans): $180,447
avg assets per participant

Where Legacy Financial Advisors, Inc. Cash Balance Plan sits by total assets

Legacy Financial Advisors, Inc. Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$721,788 21st percentile higher than 21% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Legacy Financial Advisors, Inc. Cash Balance Plan end-of-year assets rose from $465K in the plan year 2022 filing to $722K in the plan year 2023 filing.
Legacy Financial Advisors, Inc. Cash Balance Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
Legacy Financial Advisors, Inc. Cash Balance Plan reported net income rose from $233K in the plan year 2022 filing to $256K in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Idaho

Industry

Finance & Insurance

Legacy Financial Advisors, Inc. across 3 plan years on file

Across the 3 plan years Legacy Financial Advisors, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $465K to $1M, a gain of 125.7%, while reported participants moved from 5 to 4 (-20.0%). Peak year by sponsor assets: 2024 ($1M); trough: 2022 ($465K).

Legacy Financial Advisors, Inc. multi-year asset trail

Total plan assets by year, all Legacy Financial Advisors, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	5	$465K
2023	1	4	$722K
2024	1	4	$1M

Legacy Financial Advisors, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$465K
Net Assets (End of Year)	$722K
Net Income	$256K
Employer EIN	753111580
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Idaho

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Legacy Financial Advisors, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants

Idaho National Laboratory Employee Retirement Plan $2.1B · 1,037
Retirement Plan of Idaho Power Company $938M · 2,075
Shaws Supermarkets, Inc. Pension Plan for Union Employees $223M · 5,337
Amalgamated Sugar Company Hourly Retirement Plan $214M · 840
St. Luke's Health System Basic Pension Plan $154M · 244

Compare Legacy Financial Advisors, Inc. Cash Bal… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Legacy Financial Advisors, Inc. Cash Balance Plan by total assets, not by location.

Akash Makkar, PLLC Cash Balance Plan (AZ) $721K · 5
Terry Moore, Ccim, Inc. Defined Benefit Pension Plan & Trust (CA) $719K · 3
Gregory Huan Phan, M.D. Cash Balance Plan (CA) $726K · 3
Waheguru-Jatt, LLC Pension Plan (GA) $727K · 7

Frequently Asked Questions

How did Legacy Financial Advisors, Inc. Cash Balance Plan assets move in 2023? ▼

Legacy Financial Advisors, Inc. Cash Balance Plan surged - up 55.1% during 2023, from $465K to $722K. Reported net income was $256K.

How have Legacy Financial Advisors, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Legacy Financial Advisors, Inc.'s sponsor-wide assets grew 125.7%, from $465K to $1M.

Where does Legacy Financial Advisors, Inc. Cash Balance Plan rank by assets among Form 5500 filers? ▼

Legacy Financial Advisors, Inc. Cash Balance Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Legacy Financial Advisors, Inc. Cash Balance Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Akash Makkar, PLLC Cash Balance Plan in AZ ($721K, 5 participants).

Next read for Legacy Financial Advisors, Inc. Cash Bal…

Multi-year trail

Ways to act on Legacy Financial Advisors, Inc. Cash Balance Plan's numbers.

By total assets, Legacy Financial Advisors, Inc. Cash Balance Plan ranks among the smaller plans by assets on file. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Idaho. Compare plans
Legacy Financial Advisors, Inc.'s sponsor-wide assets have grown 125.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 753111580.